See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,593 | $102,966-66.4% | $90,281-61.7% | $152,861-77.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.32% | 95.16%-85.8pp | 78.10%-68.8pp | 345.32%-336.0pp |
| Employer contribution / active EE | $4,070 | $3,139+29.7% | $2,854+42.6% | $4,762-14.5% |
| Participant deferral / active EE | $4,455 | $4,281+4.0% | $3,885+14.6% | $5,850-23.9% |
| Admin fee / account holder | $757 | $6,171-87.7% | $5,351-85.9% | $11,596-93.5% |